Sharina Smith
Sharina Smith is a registered investment advisor at LPL Financial LLC, based in Springfield, MO, with 9 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
4625 S National Ave, Springfield, MO, 65810
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Regulatory History (1)
Financial
March 2019Other Business Activities
Sharina works as an adjunct instructor of Business Administration at Ozarks Technical Community College, dedicating about 10-20% of her time. She also operates under the DBA Simmons Investment for her LPL business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Morgan Stanley
Morgan StanleyBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
On Investment Management CO
The O.N. Equity Sales CompanyBroker
State Registrations40 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.